See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,306 | $138,065+23.4% | $123,544+37.9% | $135,375+25.8% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -2.45% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $4,021 | $5,151-21.9% | $4,628-13.1% | $4,779-15.9% |
| Participant deferral / active EE | $8,858 | $6,799+30.3% | $6,426+37.9% | $5,609+57.9% |
| Admin fee / account holder | $3,672 | $10,916-66.4% | $9,284-60.4% | $10,827-66.1% |